← All themes

Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
76
Prudential Financial
Prudential Financial
New Jersey
$6.09B -$286M 18 11.6% Reduced
77
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.84B +$1.07B 25 6.96% Increased
78
Tiger Global Management
Tiger Global Management
New York
$5.75B +$138M 8 22.28% Increased
79
Edgewood Management
Edgewood Management
Connecticut
$5.74B +$279M 4 13.86% Increased
80
GQG Partners
GQG Partners
Florida
$5.69B +$388M 6 25.01% Increased
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.59B -$15.5M 12 14.04% Reduced
82
First Trust Advisors
First Trust Advisors
Illinois
$5.58B +$925M 21 9.67% Increased
83
VOYA Investment Management
VOYA Investment Management
Georgia
$5.5B +$21M 22 12.78% Increased
84
Aberdeen Group
Aberdeen Group
United Kingdom
$5.48B -$125M 17 14.82% Reduced
85
Sanders Capital
Sanders Capital
Florida
$5.4B +$65.5M 3 20.19% Increased
86
Fred Alger Management
Fred Alger Management
New York
$5.33B -$392M 8 17.58% Reduced
87
Brown Advisory
Brown Advisory
Maryland
$5.29B +$58.8M 14 12.31% Increased
88
Ninety One (UK)
Ninety One (UK)
United Kingdom
$5.29B -$209M 6 18.73% Reduced
89
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$5.22B -$243M 8 13.5% Reduced
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.22B +$9.62M 21 12.88% Increased
91
TD Asset Management
TD Asset Management
Ontario, Canada
$5.19B -$32.7M 13 7.38% Reduced
92
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.03B -$184M 5 24.47% Reduced
93
Raymond James & Associates
Raymond James & Associates
Florida
$4.95B +$68.8M 25 6.63% Increased
94
Russell Investments Group
Russell Investments Group
United Kingdom
$4.94B -$260M 25 11.01% Reduced
95
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.89B +$39.6M 17 11.83% Increased
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.87B +$26.4M 25 6.48% Increased
97
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$4.85B +$2.58M 4 33.93% Increased
98
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.59B -$73M 18 12.47% Reduced
99
Bessemer Group
Bessemer Group
New Jersey
$4.58B +$13.3M 14 14.46% Increased
100
National Pension Service
National Pension Service
South Korea
$4.53B +$86.1M 11 12.95% Increased